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InterOcean Capital’s Truist Financial TFC Stock Holding History

InterOcean Capital’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$1.05M Buy
+27,937
New +$1.01M 0.08% 86
2020
Q1 		– Sell
-6,504
Closed -$366K – 207
2019
Q4 		$366K Buy
+6,504
New +$352K 0.03% 153

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

InterOcean Capital's TFC Position: Q2 2020 in Review

InterOcean Capital opened a new position in Truist Financial (TFC) in Q2 2020: 27,937 shares worth $1.05M. The stake represents 0.08% of the portfolio and ranks #86 among its holdings. This is a return to the name: InterOcean Capital previously reported a position in TFC as recently as Q4 2019.

InterOcean Capital first reported a position in TFC in Q4 2019 and has held it in 2 quarters since. 1,168 funds tracked by Wall St. Rank hold TFC as of Q2 2020.

  • InterOcean Capital held 27,937 shares of Truist Financial worth $1.05M as of Q2 2020.
  • Truist Financial was a new InterOcean Capital position in Q2 2020.
  • Truist Financial made up 0.08% of InterOcean Capital's portfolio in Q2 2020, its #86 holding.
  • InterOcean Capital first reported a position in Truist Financial in Q4 2019 and has held it in 2 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Truist Financial as of Q2 2020.

Based on InterOcean Capital's 13F filing for Q2 2020, filed 13 Aug 2020.